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Automotive service advisor Jobs in Birmingham, AL

Last updated: 11 hours ago
  • Promoted
Client Service Advisor

Client Service Advisor

Insight Globalbirmingham, AL, United States
Full-time
The purpose of this position is to help our new and existing client families with all service requests.This includes answering incoming client calls / emails, assisting advisors with client review pr...Show moreLast updated: 11 days ago
Service Advisor

Service Advisor

Stivers Ford of BirminghamBirmingham, AL, US
Full-time
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance before ma...Show moreLast updated: 30+ days ago
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Service Advisor - Automotive

Service Advisor - Automotive

Hallmark Auto GroupBirmingham, AL, US
Full-time
Hallmark Auto Group Birmingham, AL has an immediate opening for an experienced Automotive Service Advisor who has a desire to assist customers with their automotive service needs and seeking to joi...Show moreLast updated: 6 days ago
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Education Service Advisor

Education Service Advisor

gTANGIBLEBirmingham, AL, United States
Full-time
TANGIBLE Corporation (gTC), www.S corporation and a registered Government contractor that provides services and solutions in : . Professional, Administrative, and Management Support.Mission and Warfig...Show moreLast updated: 23 hours ago
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Automotive Technical Service Representative

Automotive Technical Service Representative

VirtualVocationsBirmingham, Alabama, United States
Full-time
A company is looking for an Automotive Technical Services Representative to provide exceptional customer service and technical support for automotive tool products. Key ResponsibilitiesAnswer 70-100...Show moreLast updated: 8 days ago
Service Advisor Audi

Service Advisor Audi

Audi BirminghamAudi Birmingham
The hours of work are Monday - Friday, 08 : 00 - 18 : 00 as well as working Saturdays on a rota basis.Excellent basic salary of up to £30,000 plus benefits with a bonus OTE of £35,000.You will be well ...Show moreLast updated: 30+ days ago
Service Advisor

Service Advisor

Vermeer SoutheastBirmingham, Alabama, United States, 35217
Vermeer Southeast Sales & Service, Inc,.In 2018 VSE became a 100% employee-owned company.Assists in utilization of all available staff training tools and resources. Promotes a strong team which fost...Show moreLast updated: 11 days ago
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Enrollment Advisor / Customer Service Representative

Enrollment Advisor / Customer Service Representative

The Rachel Brown Agency - Katrina PelhamBirmingham, AL, United States
$55,000.00–$85,000.00 yearly
Full-time
The Brown Organization has immediate, full-time remote Benefits Representative / CSR positions open for driven and energetic personalities willing to learn. They are responsible for ensuring a high le...Show moreLast updated: 1 day ago
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Automotive Technician

Automotive Technician

Tires PlusBessemer, AL, United States
Full-time
Tires Plus - JobID : 2025_01433 [Automotive Mechanic / Auto Technician] As an Automotive Technician at Tires Plus, you'll : Change oil, transmission fluid and filters. Install batteries and check ele...Show moreLast updated: 22 hours ago
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  • New!
AUTOMOTIVE TECHNICIAN

AUTOMOTIVE TECHNICIAN

Amerit Fleet SolutionsAL, United States
Full-time
Amerit Fleet Solutions - [Automotive Mechanic / Auto Technician] As an Automotive Technician at Amerit Fleet Solutions, you'll : Prepare vehicle records and report both manually and on a computer; P...Show moreLast updated: 11 hours ago
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Automotive Service Manager

Automotive Service Manager

Express Oil Change & Tire EngineersBirmingham, AL, United States
Full-time
Express Oil Change & Tire Engineers is the pre-eminent automotive maintenance provider in the nation with over 350 locations across 21 states, leading our industry through excellence, innovation, a...Show moreLast updated: 1 day ago
Service Advisor

Service Advisor

Edwards Chevrolet DowntownBirmingham, AL, US
At Edwards Chevrolet, we are committed to providing top-notch customer service and high-quality automotive services.With over 100 years of experience in the industry, we have built a strong reputat...Show moreLast updated: 30+ days ago
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  • New!
AUTOMOTIVE MECHANIC

AUTOMOTIVE MECHANIC

Pep BoysAL, United States
Full-time
Pep Boys - 2112 Highway 98 [Automotive Technician / Auto Mechanic] As an Automotive Mechanic at Pep Boys, you'll : Professionally inspect, diagnose and repair tire and automotive services; Diagnose ...Show moreLast updated: 11 hours ago
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AUTOMOTIVE TIRE TECHNICIANS

AUTOMOTIVE TIRE TECHNICIANS

Mavis Tire SupplyFultondale, AL, US
Full-time
Mavis Tires & Brakes at Discount Prices - AUTOMOTIVE TIRE TECHNICIANS ($800 New Hire Bonus).Put your career into high gear with Mavis Tires & Brakes at Discount Prices! We're looking fo...Show moreLast updated: 14 days ago
Service Advisor

Service Advisor

Hendrick Automotive GroupHoover, Alabama
Full-time
Hendrick Chrysler Dodge Jeep Ram (Hoover)Location : 1624 Montgomery Hwy, Hoover, Alabama 35216.Responsible for selling, identifying and documenting service, maintenance, and repair service for custo...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
AUTOMOTIVE TECHNICIAN

AUTOMOTIVE TECHNICIAN

MidasAL, United States
Full-time
Midas - JobID : 100-152309757 [Automotive Mechanic / Auto Technician] As an Automotive Technician at Midas, you'll : Perform a wide range of diagnostics, repairs and maintenance; Be responsible for t...Show moreLast updated: 11 hours ago
Service Advisor - BMW of Birmingham

Service Advisor - BMW of Birmingham

Sonic AutomotiveIrondale, Alabama, United States
Our Service Advisor is responsible for running an efficient and profitable service department.He / She will operate the department at maximum production, controlling costs, building a loyal clientele...Show moreLast updated: 19 days ago
Technical Service Advisor

Technical Service Advisor

Baker DistributingBirmingham, AL, US
Quick Apply
Job Summary A Technical Advisor will provide superior support to the HVAC dealer, therefore supporting our Sales Team’s efforts in growing premier distributor.Support will be provided b...Show moreLast updated: 30+ days ago
Client Service Advisor

Client Service Advisor

Insight Globalbirmingham, AL, United States
11 days ago
Job type
  • Full-time
Job description

Job Purpose

The purpose of this position is to help our new and existing client families with all service requests. This includes answering incoming client calls / emails, assisting advisors with client review preparation and follow ups from client review meetings, and meeting with clients to review their plans, deliver contracts, do additional client paperwork, etc.

Minimum Requirements :

  • Associates Degree preferred
  • Financial Industry experience required
  • 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred
  • Experience with MS Office Suite and the ability to learn new software quickly
  • Licenses : Series 65 and Alabama Life and Health (if not licensed, company will pay for the licensing but all licenses must be obtained within 6 months of hire date)

This position requires that you possess the following skills :

  • Strong organizational skills
  • Excellent communication, both written and verbal
  • Attention to detail and accuracy
  • Proactiveness and consistent follow-through
  • Ability to prioritize projects and manage time
  • Provide outstanding customer service
  • Good-natured, positive attitude
  • Self-directed initiative
  • A desire for continuous learning
  • Ability to adhere to complex regulatory and compliance requirements
  • Ability to work well in a fast-paced, demanding environment
  • Strong problem solving skills
  • Duties and Responsibilities :

    This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and / or monthly tasks may include :

  • Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMD’s, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.
  • Utilizing websites and software to obtain client and product information
  • Responding to client service calls, emails and texts in a friendly and professional manner
  • Completing each service request and resolving client issues in a timely manner
  • Inputting detailed notes into CRM and keeping updated
  • Coordinating and following up on client transfers, contributions, distributions
  • Preparing servicing documents, communicating with clients to obtain signatures and / or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion
  • Updating client plans for upcoming review appointments and processing post-review follow up items
  • Maintaining professional communication with clients and other team members
  • Assisting in setting client appointments for advisors when needed
  • Cross training to assist with New Business processing
  • Meeting with clients to review plans, answer questions, deliver contracts, etc.